Going Big On Resi Solar. 2 million solar roofs and counting which will double over the next 4 years. It took forever to get here and the curve has us shooting straight up. That’s something like 75million mounts which I know each reader here is using exclusively Quick Mount for! Enjoy your weekend!
SunPower Continues Trend. More DG solar for SunPower which is now leading the market with their 415W module. I see good things in the company future once the focus is isolated on the distributed market segments.
Tariffs. In case you are interested, here is the Federal Register posting on the tariffs that went live this morning at midnight. Let’s hope that the negotiators find a deal today in DC.
Racking and Mounting Update. With module power increasing and volumes driving up the manufacturing levels for mounting supply, residential racking for shingle roofs can sometimes be sub 8 cents per watt. If you haven’t priced your supply chain lately, you should now. If you need some help with quotes, hit reply and let me know!
- CNBC: Solar installations in US now exceed 2 million and could double by 2023, new figures show
- Renewable Energy World: Toward 100% clean energy – two million solar strong and growing
- Greentech Media: SunPower Marks Q1 Loss Amid Restructuring to Focus on Distributed Solar and Storage
- PV-Tech: SMA Solar’s sales and profitability slump to a new low in Q1
- Axios: America’s pent-up thirst for climate change policy
- Solar Industry: Map Details More Than 800 Waitlisted Solar Projects In Illinois
- Utility Dive: Texas grid operator braces for tight supply-demand balance this summer
Opinion
Have a great day!
Yann